We are live on ! Find out more
DEO icon

Diageo
DEO

823 hedge funds and large institutions have $5.34B invested in Diageo in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 341 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

2% more call options, than puts

Call options by funds: $88.8M | Put options by funds: $87.3M

0.17% more ownership

Funds ownership: 9.89% → 10.06% (+0.17%)

4% less capital invested

Capital invested by funds: $5.55B → $5.34B (-$215M)

3% less funds holding

Funds holding: 852 → 823 (-29)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

28% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 341

Holders
823
Holders Change
-29
Holders Change %
-3.4%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
83
Increased
247
Reduced
341
Closed
100
Calls
$88.8M
Puts
$87.3M
Net Calls
+$1.45M
Net Calls Change
+$5.22M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$140M
2
EIC
Equity Investment Corp
Georgia
+$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$82.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$58.3M
5
CCM
Cullen Capital Management
New York
+$55.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$108M
2
LCOV
London Company of Virginia
Virginia
-$107M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.9M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$46.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$34.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Advisornet Financial
Minnesota
$6.58K -$1.26K -12 -15%
EB
752
Eastern Bank
Massachusetts
$6.3K – – –
TTIC
753
Tower Trust & Investment Company
Iowa
$6.3K – – –
CWM
754
Crowley Wealth Management
Delaware
$6.2K – – –
WWM
755
Wolff Wiese Magana
California
$6.2K – – –
IRC
756
Investors Research Corp
Georgia
$6.01K – – –
RIL
757
Rothschild Investment LLC
Illinois
$5.92K -$9.76K -93 -60%
GG
758
Gleason Group
Kentucky
$5.89K – – –
WIM
759
Westside Investment Management
California
$5.79K – – –
MDA
760
Minot DeBlois Advisors
Massachusetts
$5.73K – – –
NSIM
761
North Star Investment Management
Illinois
$4.77K – – –
MWM
762
Mascoma Wealth Management
New Hampshire
$4.58K – – –
PK
763
Pflug Koory
Nebraska
$4.49K – – –
GIM
764
Gold Investment Management
Alberta, Canada
$4.39K – – –
PWMG
765
Prestige Wealth Management Group
New Jersey
$4.29K – – –
CMA
766
Cedar Mountain Advisors
Oregon
$4.2K +$4.62K +44 New
1IA
767
1620 Investment Advisors
Massachusetts
$4.17K +$105 +1 +2%
MCM
768
Manchester Capital Management
Vermont
$4.1K -$1.26K -12 -22%
SC
769
Swan Capital
Florida
$4.1K – – –
BWL
770
Bogart Wealth LLC
Virginia
$3.95K – – –
FCAS
771
First Command Advisory Services
Texas
$3.91K -$15.7K -150 -79%
PMFA
772
Plante Moran Financial Advisors
Michigan
$3.91K – – –
PP
773
Pacifica Partners
Canada
$3.86K – – –
PAM
774
Palisade Asset Management
Minnesota
$3.82K +$4.2K +40 New
TCM
775
TD Capital Management
Tennessee
$3.82K – – –
29 30
31
32 33

DEO Hedge Fund Activity: Q3 2025 in Review

823 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2025, worth a combined $5.34B — down 3.9% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DEO and 83 opened new positions — a net loss of 17 holders — while 341 trimmed existing stakes and 247 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $140M. The largest seller was Bank of America, cutting an estimated $108M.

  • 823 institutional investors held Diageo (DEO) as of Q3 2025, down from 852 in Q2 2025.
  • Funds reported $5.34B of Diageo stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 83 funds opened new Diageo positions in Q3 2025 and 100 closed out, a net change of -17 holders.
  • The largest Diageo buyer in Q3 2025 was GQG Partners, an estimated $140M added.
  • The largest Diageo seller in Q3 2025 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2025.